# Valerie Lasher-Adelman

> Valerie Lasher-Adelman is a fee-only financial advisor at William Howard & Co. Financial Advisors in Boca Raton, Florida, who holds the CFP credential. Valerie focuses on retirement planning, estate & legacy planning and tax planning. William Howard & Co. Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/valerie-lasher-adelman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** William Howard & Co. Financial Advisors
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $342.1M across 543 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 1318246 (https://adviserinfo.sec.gov/individual/summary/1318246)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1984), Series 65 (2004)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.whcfa.com

## Frequently asked questions

### Is Valerie Lasher-Adelman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and William Howard & Co. Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Valerie charge for financial advice?

Valerie's firm, William Howard & Co. Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Valerie Lasher-Adelman based?

Valerie Lasher-Adelman is based in Boca Raton, Florida.

### What does Valerie specialize in?

Valerie's specialties include retirement planning, estate & legacy planning and tax planning. Valerie works with retirees.

### What credentials does Valerie Lasher-Adelman hold?

Valerie Lasher-Adelman holds the CFP credential.

### Is Valerie Lasher-Adelman registered with the SEC?

Yes. Valerie Lasher-Adelman is registered as an investment adviser representative in FL and TX (CRD 1318246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does William Howard & Co. Financial Advisors manage?

William Howard & Co. Financial Advisors reports $342.1M across 543 accounts in assets under management.

### How do I contact Valerie Lasher-Adelman?

Through Valerie's website, www.whcfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1318246): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.whcfa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.